41 Stock Pitches (2nd-8th November) 🟢
Blue Dolphin Energy trades near 1.3 times earnings as its Texas refinery benefits from diesel shortages, with projected 2026 EBITDA of $111 million against a $125 million market value.
Sunday, November 8, 2026
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From X
Broken Moats on X
Secondaries more likely with the reversal in bio discovery names this morning not less, they are coming --- almost all need money to fund their cash burning businesses $DNA $TXG $TWST $GRAL you are their liquidity if you want to fund them at 20-30x sales
Negligible Capital on X
Why has $SPHR been smoked lately? Wizard of Oz flop? Is it cheap now? Name is down 40% from its highs in August
A Capital on X
@SurfShopCapital $ASTS 🚀
A Capital on X
Hi 👋 $GLND
Calvin Blissett on X
$HHS spread kind of wide again. STARR CEO reaffirmed target of YE 2026, and said working on S-4. Gross 12.71%. Annualized 66%. A few other parties got pretty far in the go shop period providing to me a nice Margin of Safety. I sold a chunk at $4.63. Am buying back here. Writeup:
A Capital on X
$FSLR <$200 is as dislocated as $TLN was at $280… This is perception <> reality. Do you see it?
Lee Roach on X
Entravision $EVC down on the Univision deal as investors have completely forgot about the growing ad-tech business and are underwriting for a dying media company that plays non-stop Taco Bell ads.
Negligible Capital on X
Why is $SPCX up 19% in the last 3 days? Wrong answers only
Investor Letters
All letters- 1851 Capital October 2026
- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.8BSN $31B
- Forager Funds Management October 2026 OFX $70MPLT $96M
- Rathbones October 2026 SBGSF $143BSIEGY $233B
- FCL Capital October 2026 453950 ANPDF $28B
- Brummer & Partners October 2026
- Protean Funds October 2026 AAK $4.8BLFABF $13B
- QuantStreet Capital October 2026
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Blue Dolphin (BDCO): A Tiny Texas Refinery Printing Money in a Diesel Shortage (1.3x P/E)
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McDonald's: The Earnings Bounce Is Pricing In A Turnaround That Hasn't Happened Yet
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Lee Bailey 
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Applied Materials: A Consequential Earnings Preview For The Whole Market (Rating Upgrade)
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Brett Ashcroft Green 1 click
Perimeter Group: 3Q26 Business Recap
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Perimeter Group 3Q26: A Decentralized Mini-Conglomerate
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Earnings Review: AMD, MELI, TIC, XPEL, ZTS
AMD’s data-center revenue rose 97%, while MercadoLibre, TIC Solutions, XPEL and Zoetis also report quarterly results.
Amazon: Strong Buy Before AWS Growth Rewrites The Earnings Story
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Sectors
Ordered by how often our editor reaches for them.
